Forget FANG - I'm Betting On 'TOLL' Stocks Instead

2026-03-12 07:30:00 ET

Introduction

In recent years, I have written quite a number of articles on how I believe that the FANG trade of 2015-2021 (it turned out to be 2015-2021 with an extension) isn’t the right place to be overweight going forward. Generally speaking, this was all about my expected rotation from growth to value that abruptly ended in 2022 due to growth fears and the new AI trend, which literally created a new industry out of thin air....

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